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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,308 | $180,459-45.5% | $154,108-36.2% | $135,380-27.4% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -6.42% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $3,145 | $6,035-47.9% | $5,298-40.6% | $4,779-34.2% |
| Participant deferral / active EE | $5,691 | $5,806-2.0% | $5,081+12.0% | $5,609+1.5% |
| Admin fee / account holder | $1,793 | $16,145-88.9% | $13,411-86.6% | $10,828-83.4% |